Position

Head of Private Banking

Index

HNW Wealth Managers

Wealth Managers

Location

Douglas

Advice type

Banking services

Wealth management

Succession planning

Next generation

Client Types

HNW

Sector Focus

Wealth Management & Private Banking

Financial Services

Andrew Halsall

Spear’s Review

Nedbank’s Isle of Man private banking operations are in the capable hands of Andrew Halsall, a chartered adviser and fellow of the Chartered Institute for Securities & Investment who helps international HNWs with their wealth management, succession planning, retirement and borrowing needs.

Halsall is proud of the bank’s boutique feel. He assures each client that they will be looked after attentively by a dedicated private banker, who will meet their needs and establish a longstanding relationship, preferably across multiple generations. ‘If a client really wants to get their child on the property ladder but they need help with the mortgage, we would lend, as we are taking a view on our relationship with the client and their family,’ he says by way of example.

Rank: Top Recommended

Top Recommended 2024, HNW Wealth Managers

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